Network origin in Lorie L. Barton first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Colonial Trust Advisors, Inc.
 Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust Advisors, Inc. (Colonial Trust) is a SEC-registered investment advisor headquartered in Spartanburg, South Carolina. The firm was founded in 1996 as Colonial Asset Management, Inc. They are principally owned by Colonial Trust Group, Inc. Colonial Trust provides investment, fiduciary, and advisory services to individuals, families, and institutions across South Carolina.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lorie L. Barton via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Colonial Trust Group, Inc. (South Carolina)
 Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Colonial Group, Inc. provides investment management services. Its services include estate tax planning, estate administration, trust services, personal representative of estates, investment strategy development, professional portfolio management, and corporate retirement planning services. The company was founded by R. B. Cleveland, Julian Calhoun and Thomas Screven in 1913 and is headquartered in Spartanburg, SC. | Investment Managers | President Corporate Officer/Principal Corporate Officer/Principal | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
| The Citadel, The Military College of South Carolina | College/University | Undergraduate Degree | |
| The Robinson-Humphrey Co. LLC /Institutional Business/ | Investment Banks/Brokers | Corporate Officer/Principal | |
| Washington & Lee University | College/University | Undergraduate Degree | |
| University of South Carolina | College/University | Undergraduate Degree |
Statistics
International
| United States | 9 |
Sectoral
| Finance | 6 |
| Consumer Services | 4 |
Operational
| Corporate Officer/Principal | 4 |
| Portfolio Manager-Equities | 3 |
| Undergraduate Degree | 3 |
| President | 2 |
| Analyst-Equity | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Barry Dean Wynn | 5 |
| Bert Dixon Barre | 4 |
| Camp Rooker Wynn | 4 |
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